Asia Pacific will drive the future of global oil demand
The future of global oil demand is often framed as a debate about electric vehicles, energy transition policy, and 2050 forecasts. Those debates matter. But
February 22, 2026
The future of global oil demand is often framed as a debate about electric vehicles, energy transition policy, and 2050 forecasts. Those debates matter. But
Consolidation is the prevailing investor thesis for E&Ps right now. So why is Ovintiv selling $3B of assets? Two reasons. One operational and one financial.
What’s the one word that’s top of mind for US utilities? DTE, the $30 billion investor owned utility, gave us a strong clue. Let me
Expand Energy is moving its HQ to Houston. Chevron already did the same thing. Just last week we got the announcement from Expand Energy, the
The Krimmel Letter Jeff Krimmel This week’s coverage My next course after Oil & Gas Market Mastery TotalEnergies, bp, and Equinor all cut buybacks bp’s buyback cancellation threatens its stock price NOV and the power of diversification Questions about oil prices aren’t really about oil price E&Ps are celebrating inventory in a resource-scarce world The asymmetric bet: why some careers stall US EIA ramps 2026 gas price forecast up 25% With Oil & Gas Market Mastery underway, I want to know:…
TotalEnergies reported earnings this week. And like bp and Equinor, they’re pulling back on buybacks. ❗ Bp is ditching buybacks entirely: “We are also [making]…the
